Richards, Merrill & Peterson’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Richards, Merrill & Peterson’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Sell	11,134 -294	-3%	-$40.3K	0.52%	46
2026 Q1	$1.42M	Sell	11,428 -134	-1%	-$17K	0.52%	52
2025 Q4	$1.39M	Sell	11,562 -166	-1%	-$19.9K	0.53%	50
2025 Q3	$1.39M	Sell	11,728 -6	-0.1%	-$690	0.6%	41
2025 Q2	$1.28M	Buy	11,734 +1,301	+12%	+$134K	0.61%	47
2025 Q1	$1.09M	Buy	10,433 +1,580	+18%	+$178K	0.57%	50
2024 Q4	$1.02M	Buy	+8,853	New	+$1.06M	0.53%	51

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Richards, Merrill & Peterson's IJR Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.6% in Q2 2026, selling an estimated $40.3K and leaving 11,134 shares worth $1.65M. The position accounts for 0.52% of the portfolio, ranked #46.

Richards, Merrill & Peterson first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. 1,375 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Richards, Merrill & Peterson held 11,134 shares of iShares Core S&P Small-Cap ETF worth $1.65M as of Q2 2026.
Richards, Merrill & Peterson sold 294 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $40.3K.
iShares Core S&P Small-Cap ETF made up 0.52% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #46 holding.
Richards, Merrill & Peterson first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,375 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.